Create a basic form library, then use InfoPath to publish a form to SharePoint.
1 – Create a Form Library
Click “Site Actions->More Create options”
Click “Form Library”
For name, type “My Forms”
Click “Create”
Click “New Document->New Document”
You will get an “Open With Form Template” dialog box, this means that the form template being used by the form library is empty! Rather than using the UI to create a document library, you should do it from InfoPath!
Click “Cancel”
Close the “Infopath” window
2 – Create an InfoPath Form
Open InfoPath Designer 2010 (Click Start->All programs->Microsoft Office->Microsoft InfoPath Designer 2010)
In the “Available Form Templates”, click “Blank Form”, then click “Design Form”
Click the “Click to add title” area, for the Title type “New Customer Form”
In the ribbon, click “Text Box”
Right-click the new text box, select “Text Box Properties”
For field name, type “FirstName”
Repeat for a text box called “LastName”
Add some text before each text box to describe it:
Save the form to your desktop as NewCustomer.xsn
o Click “Ctrl-S”
o In the file browser window, click “Desktop”
o For file name, type “NewCustomer.xsn”
o Click “Save”
3 – Publish an InfoPath Form
In InfoPath, click “File->Publish”
Click the “SharePoint Server” button
For the location, type http:///servername:Port
Click “Next”
Leave all the settings in the Publishing Wizard window:
Click “Next”
We will be creating a new form library, so leave all the settings:
Click “Next”
For name, type “New Customer Form”
Click “Next”
Click “Add”
Select “FirstName”, click “OK”
Repeat steps 11 and 12 for “LastName”
Click “Next”
Click “Publish”
Check the “Open this form library…” and then click “Close”
Close “InfoPath Designer 2010”
4 – Fill out the form
In the ribbon, click “Documents”
Click “New Document->New Document”
Your travel request will open in the browser
For first name, type “some name”
For Last name, type “some name”
In the ribbon, click “Save”
For the file name, type “Form1”
Click “Save”
In the ribbon, click “Close”
Notice your new form in the form library with the columns FirstName and LastName filled in from the data in the form! If you have permissions, you could setup a workflow to email you when new forms have been added.
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